Adding users

Adding a new user is essential for creating individual profiles within the system.

Prerequisites

• Ensure that the user has the create permissions to add a user.

Steps to Add a New User

1. Log in to the portal.

2. Navigate to the Users module from the main navigation menu.

   
3. Click on the "Add New User" button in the top-right corner.

   
4. Complete the following fields in the order shown below:

   • Name (Required): Enter the user’s full name.

   • Gender (Optional): Select the appropriate gender from the dropdown.

   • Status: Check the box to activate the user across the organization.

   • Supervisor (Optional): Assign a supervisor, if applicable, from the list of names in the dropdown.

   • Role (Required): Choose the user’s role from the available options in the organization.

   • Email (Required): Enter the user’s email address.

   • Mobile Number (Required): Enter the user’s mobile number.

   • Language (Required): Select the user’s preferred language.

   • State/Province (Required): Select the user’s region from the prepopulated list.

   • District (Required): Choose the district from the prepopulated list.

   • Block (Optional): Optionally, enter the block from the prepopulated list.

   
5. Review all entries for accuracy.

6. Save the new user by clicking the Save (💾) button at the right of the form.

7. A success message will appear, confirming that the new user has been added successfully.

8. The added user will receive a welcome email, after which they can verify their email to have access to the web app or the resilience connect mobile app. To know more click here.

Tips:

1. Test the newly added user to ensure they can log in and access the organization assigned to them as expected.

2. Periodically review the user list to ensure all details remain accurate and update as necessary.